ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,467,852 | +141.0% | 17,918 | +152.7% | 0.03% | +88.2% |
| Q2 2023 | $1,854,154 | +9.0% | 7,091 | +4.3% | 0.02% | 0.0% |
| Q1 2023 | $1,700,837 | +0.4% | 6,799 | -2.9% | 0.02% | -10.5% |
| Q4 2022 | $1,693,955 | +13.0% | 7,003 | +2.5% | 0.02% | +5.6% |
| Q3 2022 | $1,499,000 | -3.0% | 6,835 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $1,545,000 | -14.6% | 6,831 | +1.3% | 0.02% | 0.0% |
| Q1 2022 | $1,810,000 | -4.4% | 6,745 | +0.9% | 0.02% | 0.0% |
| Q4 2021 | $1,893,000 | +3.8% | 6,688 | -3.5% | 0.02% | -10.0% |
| Q3 2021 | $1,823,000 | -0.1% | 6,931 | +2.1% | 0.02% | 0.0% |
| Q2 2021 | $1,825,000 | -5.2% | 6,791 | -8.2% | 0.02% | -20.0% |
| Q1 2021 | $1,925,000 | +29.6% | 7,394 | +14.5% | 0.02% | +19.0% |
| Q4 2020 | $1,485,000 | +20.0% | 6,460 | -3.2% | 0.02% | 0.0% |
| Q3 2020 | $1,237,000 | +3.9% | 6,674 | -0.4% | 0.02% | -12.5% |
| Q2 2020 | $1,191,000 | +28.9% | 6,699 | +4.3% | 0.02% | -11.1% |
| Q1 2020 | $924,000 | -21.9% | 6,424 | +11.7% | 0.03% | -12.9% |
| Q4 2019 | $1,183,000 | +6.8% | 5,749 | +0.2% | 0.03% | 0.0% |
| Q3 2019 | $1,108,000 | -0.4% | 5,735 | +0.1% | 0.03% | -11.4% |
| Q2 2019 | $1,113,000 | +0.2% | 5,732 | -2.3% | 0.04% | -5.4% |
| Q1 2019 | $1,111,000 | +8.2% | 5,866 | -5.1% | 0.04% | -5.1% |
| Q4 2018 | $1,027,000 | -17.4% | 6,182 | +0.0% | 0.04% | -7.1% |
| Q3 2018 | $1,244,000 | +2.1% | 6,181 | -1.1% | 0.04% | -8.7% |
| Q2 2018 | $1,218,000 | +44.5% | 6,251 | +39.1% | 0.05% | +35.3% |
| Q1 2018 | $843,000 | -2.4% | 4,495 | -1.3% | 0.03% | -2.9% |
| Q4 2017 | $864,000 | +3.1% | 4,552 | -2.8% | 0.04% | -2.8% |
| Q3 2017 | $838,000 | -7.0% | 4,682 | -9.6% | 0.04% | -10.0% |
| Q2 2017 | $901,000 | -5.6% | 5,177 | -7.1% | 0.04% | -7.0% |
| Q1 2017 | $954,000 | +16.3% | 5,570 | +12.3% | 0.04% | +4.9% |
| Q4 2016 | $820,000 | +12.9% | 4,961 | +5.8% | 0.04% | +10.8% |
| Q3 2016 | $726,000 | +2.8% | 4,691 | -0.8% | 0.04% | -5.1% |
| Q2 2016 | $706,000 | -25.4% | 4,729 | -27.9% | 0.04% | -32.8% |
| Q1 2016 | $946,000 | +18.8% | 6,558 | +6.0% | 0.06% | +13.7% |
| Q4 2015 | $796,000 | +29.4% | 6,189 | +37.4% | 0.05% | +24.4% |
| Q3 2015 | $615,000 | -7.1% | 4,503 | +2.0% | 0.04% | -4.7% |
| Q2 2015 | $662,000 | -3.2% | 4,413 | -1.9% | 0.04% | -4.4% |
| Q1 2015 | $684,000 | +0.1% | 4,499 | -4.6% | 0.04% | 0.0% |
| Q4 2014 | $683,000 | +10.3% | 4,714 | +4.2% | 0.04% | +4.7% |
| Q3 2014 | $619,000 | -4.3% | 4,524 | 0.0% | 0.04% | -6.5% |
| Q2 2014 | $647,000 | +5.2% | 4,524 | +1.1% | 0.05% | -6.1% |
| Q1 2014 | $615,000 | +92.8% | 4,474 | +74.1% | 0.05% | +32.4% |
| Q3 2013 | $319,000 | +23.6% | 2,570 | +15.0% | 0.04% | +5.7% |
| Q2 2013 | $258,000 | – | 2,235 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |